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Invesco Ltd.: HLIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on HLIO, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 1,083,038 HLIO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,083,038 shares
    Change vs previous 13F +863,860 shares

    0.01% of the 13F portfolio, value $96,661,142.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 219,178 shares
    Change vs previous 13F +150,584 shares

    <0.01% of the 13F portfolio, value $14,183,009.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 68,594 shares
    Change vs previous 13F +3,876 shares

    <0.01% of the 13F portfolio, value $3,669,093.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,718 shares
    Change vs previous 13F +9,393 shares

    <0.01% of the 13F portfolio, value $3,373,749.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,325 shares
    Change vs previous 13F +1,672 shares

    <0.01% of the 13F portfolio, value $1,846,196.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,653 shares
    Change vs previous 13F -3,046 shares

    <0.01% of the 13F portfolio, value $1,721,725.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,699 shares
    Change vs previous 13F +2,137 shares

    <0.01% of the 13F portfolio, value $2,531,044.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,602,607.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).